MoneyLion Appoints Jon Stevenson as New Head of Wealth Management and Banking
Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all
NEW YORK--(BUSINESS WIRE)-- MoneyLion Inc., the financial operating system revolutionizing the way Americans save, invest, borrow, and build their credit, announced today that Jon Stevenson has joined the company as the new Head of Wealth Management and Banking.
In this role, Stevenson is responsible for developing simplified, accessible solutions that address the financial challenges faced by millions of Americans every day. He will help MoneyLion Plus members create investment plans that align with their unique circumstances and goals – services traditionally reserved for high-net-worth individuals through their Financial Advisor.
“I’m truly excited to join MoneyLion in support of its mission to offer democratized access to investing and financial planning services,” said Stevenson. “MoneyLion Plus members have taken the first important step - to start investing. Our goal at MoneyLion is to ensure that they have the right tools and advice to stay invested and plan for the future. I joined MoneyLion because the firm takes great pride in providing its members with valuable advice and cutting-edge products, and in delivering service with a degree of personalization that evolves with the needs of our customers over time.”
Stevenson joins MoneyLion with 18+ years of experience in finance and wealth management. Most recently, Stevenson was the Head of Alternative Investments at Stifel Financial, a diversified financial services company. His prior experience also includes serving as the Head of Investment Management Platforms at Barclays and as a Director of Global Equities and Alternative Investments at Merrill Lynch.
“Jon brings invaluable knowledge from his nearly two decades of experience working with individuals with private banking needs,” said Dee Choubey, MoneyLion CEO and Co-founder. “We are excited to deliver Jon’s know-how to our customers and help them build personalized plans that reduce their financial stress and put them on a path to a brighter future.”
By offering personalized wealth and investment solutions to everyday consumers, MoneyLion is democratizing access to the private banking experience. MoneyLion will continue to build industry and customer trust while delivering a holistic approach to saving, borrowing and investing.
To learn more about MoneyLion, please visit: www.moneylion.com
MoneyLion's mission is to empower anyone with a smartphone to reach their financial goals with banking that works as hard as they do. Since our founding in 2013, MoneyLion has served over two million customers with hassle-free saving, guided investing, low-cost borrowing, and the only rewards program for building better financial habits. MoneyLion uses artificial intelligence and machine learning to supercharge its users' finances with uniquely personalized advice and alerts, all from a single beautiful mobile app. MoneyLion is headquartered in New York City, with offices in San Francisco, Salt Lake City and Kuala Lumpur, Malaysia. For more information, visit www.moneylion.com or download the app here.
MoneyLion’s affiliate, ML Wealth LLC, is a Registered Investment Advisor with the SEC. MoneyLion Plus members’ investments are protected by the SIPC (Securities Investor Protection Corporation) for up to $500,000. Brokerage services provided to clients of ML Wealth by Drive Wealth LLC, a member of FINRA/SIPC. Other services provided by our affiliates including ML Plus, LLC. This communication and all data are for informational purposes only and do not constitute a recommendation to buy or sell securities. Past performance is no guarantee of future results. Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any securities or services.
Crystal Yang, 415-593-1999
Source: MoneyLion Inc.
Released June 19, 2018